XLC β€” SELECT SECTOR SPDR TR

Ownership history in RMR Wealth Builders  Β·  10 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.07% (2024 Q1)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
10

Position Intelligence

RMR Wealth Builders Γ— XLC AI Analytics

πŸ“ˆ RMR Wealth Builders outperformed the S&P 500 by +8.6% annually on this XLC position. Timing score: 56% (5/9 decisions correct). Average cost basis: $70.35. Maximum drawdown during holding period: –0.1%.

πŸ“ˆ Position Alpha vs SPY
+8.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 8.6% per year on this position.
9 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 9 add/trim decisions correct

πŸ’° Entry Quality
$70.35
+67.2% vs current ($117.61)

Best entry: $63.08 (2023 Q2)  Β·  Worst: $117.61 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

5 adds Β· 5 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.03% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    XLC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,200 +3 +0.1% 0.03% $379K $117.61
2025 Q2 REDUCED 3,197 -112 -3.4% 0.03% $347K $107.46
2025 Q1 ADDED 3,309 +771 +30.4% 0.03% $319K $95.27
2024 Q4 REDUCED 2,538 -3 -0.1% 0.03% $246K $95.34
2024 Q3 REDUCED 2,541 -3,851 -60.2% 0.02% $230K $88.80
2024 Q2 REDUCED 6,392 -1,058 -14.2% 0.06% $548K $83.89
2024 Q1 ADDED 7,450 +1,047 +16.4% 0.07% $608K $79.76
2023 Q4 ADDED 6,403 +2,304 +56.2% 0.07% $465K $70.78
2023 Q3 REDUCED 4,099 -50 -1.2% 0.04% $269K $63.71
2023 Q2 INITIATED 4,149 β€” β€” 0.05% $270K $63.08

🏒 Other funds also holding XLC

As of 2025 Q4 β€” sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 13.11% Main Management Fund Advisors LLC 3Y 9.94% INNEALTA CAPITAL, LLC 3Y 7Y 9.44% IMZ Advisory Inc 8.81% Anfield Capital Management, LLC 3Y 8.58% THEORY FINANCIAL LLC 3Y 8.14% Main Management LLC 3Y 7Y 7.66% Bellwether Advisors, LLC 3Y 7.65% WestEnd Advisors, LLC 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 6.01%
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